Wealth Plan Investment Management, LLC Vaneck ETF Tr Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vaneck ETF Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 312,471 shares of CLOI stock, worth $16.5 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

312,471

Previous 258,292 20.98%

Holding current value

$16.5 Million

Previous $13.6 Million 21.23%

% of portfolio

1.3%

Previous 1.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$51.16 - $53.02 $2.77 Million - $2.87 Million	54,179 Added 20.98%	312,471 $16.5 Million
Q1 2025 May 09, 2025	SELL	$52.68 - $53.16 $63,268 - $63,845	-1,201 Reduced 0.46%	258,292 $13.6 Million
Q4 2024 Jan 30, 2025	SELL	$52.7 - $53.15 $185,820 - $187,406	-3,526 Reduced 1.34%	259,493 $13.7 Million
Q3 2024 Nov 05, 2024	BUY	$52.65 - $53.04 $2.72 Million - $2.74 Million	51,715 Added 24.47%	263,019 $14 Million
Q2 2024 Aug 09, 2024	BUY	$52.56 - $52.96 $513,300 - $517,207	9,766 Added 4.85%	211,304 $11.2 Million
Q1 2024 May 16, 2024	BUY	$52.18 - $52.82 $1.75 Million - $1.77 Million	33,581 Added 19.99%	201,538 $10.6 Million
Q4 2023 Jan 05, 2024	BUY	$51.89 - $52.44 $426,535 - $431,056	8,220 Added 5.15%	167,957 $8.75 Million
Q3 2023 Nov 15, 2023	BUY	$51.46 - $52.16 $2.94 Million - $2.98 Million	57,075 Added 55.6%	159,737 $8.33 Million
Q3 2023 Nov 09, 2023	BUY	$51.46 - $52.16 $5.28 Million - $5.35 Million	102,662 New	102,662 $5.35 Million

Others Institutions Holding CLOI

# of Institutions

164

Shares Held

13.3M

Call Options Held

Put Options Held

View Full List

About VANECK ETF TR

Ticker CLOI
Sector ETFs
Industry ETFs

More about CLOI

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Wealth Plan Investment Management, LLC Vaneck ETF Tr Transaction History